+96.9%
AU vs PTEN
+135.2%
-38.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.5% |
| 7D | -3.6% | +0.7% | -4.4% | -3.5% |
| 30D | +23.9% | +31.2% | -7.3% | +30.2% |
| 3M | +19.1% | +2.0% | +17.1% | +19.5% |
| 6M | -0.2% | +42.4% | -42.6% | +3.0% |
| YTD | +32.5% | +109.2% | -76.7% | +34.8% |
| 1Y | +96.9% | +122.3% | -25.4% | +98.9% |
| All | +96.9% | +135.2% | -38.3% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling